The Ideal Order of Investing episode artwork

EPISODE · Jun 17, 2026 · 59 MIN

The Ideal Order of Investing

from Wealth Office Hours With Mat Sorensen · host Mat Sorensen

Download my FREE Ideal Order of Investing Guide to learn the step-by-step strategy for prioritizing your investing, retirement accounts, debt payoff, and wealth-building decisions - https://bit.ly/ideal-order-of-investing-guide-ms020-how-id-invest-100k-starting-from-scratchIf you missed a session or just want to go back to one week's topic I put together every presentation into one bundle. Download it here!: https://matsorensen.com/summer-school/Today in the final part of my 8-part “Wealth Building” series where I break down the ideal order of investing so you can maximize tax-advantaged accounts, grow wealth, and avoid costly mistakes. From emergency savings to Roth strategies, HSAs, real estate, and beyond, I show you the step-by-step roadmap to financial freedom. I’ll break down the key milestones and give you clear, actionable advice on the sequence of investments that will set you up for financial success. Whether you're just starting out or looking to optimize your portfolio, this guide is for you.Sign up for my newsletter to stay up to date on new content, events, current news, & more!: https://matsorensen.com/To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com/Don’t let your IRA stay stuck in Wall Street! Book a call with Directed IRA and start investing in assets you actually understand & believe in: https://directedira.com/appointment

Episode metadata supplied by the publisher feed · Published Jun 17, 2026

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Download my FREE Ideal Order of Investing Guide to learn the step-by-step strategy for prioritizing your investing, retirement accounts, debt payoff, and wealth-building decisions - https://bit.ly/ideal-order-of-investing-guide-ms020-how-id-invest-100k-starting-from-scratch If you missed a session or just want to go back to one week's topic I put together every presentation into one bundle. Download it here!: https://matsorensen.com/summer-school/ Today in the final part of my 8-part “Wealth...

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The Ideal Order of Investing

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